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HHM Wealth Advisors, LLC

SEC CIK
0001750086
Latest filing
Jul 13, 2026

RTL holding history

Necessity Retail REIT, Inc. in every 13F filed by HHM Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

RTL overviewAll 13F holders of RTLFull Q2 2026 holdings

Shares (Q3 2023)
0
Sold out in Q3 2023
Value
$0
% of portfolio
0.0%
Quarters held
10
Since Q1 2021
Holdings of RTL by HHM Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20230$00.0%−7,314−100.0%Sold outHolders
Q2 20237,314$49.4K<0.1%00.0%UnchangedHolders
Q1 20237,314$45.9K<0.1%00.0%UnchangedHolders
Q4 20227,314$43.4K<0.1%00.0%UnchangedHolders
Q3 20227,314$43.0K<0.1%00.0%UnchangedHolders
Q2 20227,314$53.0K<0.1%00.0%UnchangedHolders
Q1 20227,314$58.0K<0.1%00.0%UnchangedHolders
Q4 20217,314$67.0K<0.1%00.0%UnchangedHolders
Q3 20217,314$59.0K<0.1%00.0%UnchangedHolders
Q2 20217,314$62.0K<0.1%00.0%UnchangedHolders
Q1 20217,314$72.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.